FIDUCIARY WISE, LLC FBO A.S.S.I.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
| Measure | Date | Value |
|---|
| 2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 29410 |
| Net assets as of the end of the plan year | 2025-07-30 | 550439 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 470037 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 65000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 29096 |
| Other income to plan in this plan year | 2025-07-30 | 67097 |
| Plan net income in this plan year | 2025-07-30 | 80402 |
| Net assets as of the end of the plan year | 2025-07-30 | 550439 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 470037 |
| Employer contributions to plan in this plan year | 2025-07-30 | 13619 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 9142 |
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-17 | 37714 |
| Net assets as of the end of the plan year | 2024-07-17 | 470037 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 378585 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 65000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 38001 |
| Other contributions to plan in this plan year | 2024-07-17 | 7472 |
| Other income to plan in this plan year | 2024-07-17 | 66518 |
| Plan net income in this plan year | 2024-07-17 | 91452 |
| Net assets as of the end of the plan year | 2024-07-17 | 470037 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 378585 |
| Employer contributions to plan in this plan year | 2024-07-17 | 17175 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 7362 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $139,666 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $67,870 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $59,925 |
| Total plan assets at end of year | 2016-12-31 | $497,810 |
| Total plan assets at beginning of year | 2016-12-31 | $426,014 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $53,543 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $11,090 |
| Other income received | 2016-12-31 | $54,092 |
| Net income (gross income less expenses) | 2016-12-31 | $71,796 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $497,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $426,014 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,945 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $65,573 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $120,980 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $112,905 |
| Total plan assets at end of year | 2015-12-31 | $426,014 |
| Total plan assets at beginning of year | 2015-12-31 | $481,421 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $50,805 |
| Other income received | 2015-12-31 | $-8,827 |
| Net income (gross income less expenses) | 2015-12-31 | $-55,407 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $426,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $481,421 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,075 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
